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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,200 | $73,863-94.3% | $143,797-97.1% | $68,490-93.9% |
| Participation rate | 65.4% | 66.7%-1.3pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -23.49% | 0.91%-24.4pp | -0.04%-23.4pp | -7.85%-15.6pp |
| Employer contribution / active EE | $839 | $3,185-73.7% | $4,952-83.1% | $2,597-67.7% |
| Participant deferral / active EE | $1,531 | $3,385-54.8% | $5,638-72.9% | $4,028-62.0% |
| Admin fee / account holder | $120 | $5,756-97.9% | $14,679-99.2% | $5,403-97.8% |